iShares Fallen Angels USD Bond
FALN • NASDAQ
iShares Fallen Angels USD Bond is an exchange-traded fund on NASDAQ. As of Q3 2025, 251 institutional investors hold shares in this ETF, with total holdings valued at $1.1B. BANK OF AMERICA CORP /DE/ is the largest holder with a position valued at $191.1M.
Overview
Overview of institutional ownership in FALN as of Q3 2025
All Institutions
- Institutions
- 251
- Value Held
- $1.1B
- Shares Held
- 39.1M
- Avg Position
- $4.3M
- Median Position
- $556.2K
Hedge Funds
- Hedge Funds
- 5
- Value Held
- $8.5M
- Shares Held
- 307.4K
- Avg Position
- $1.7M
- Median Position
- $1.7M
Biggest Investors
Institutions with the largest positions in FALN as of Q3 2025
| Institution | Position Value |
|---|---|
 BANK OF AMERICA CORP /DE/ Institution | $191.1M 0.01% of portfolio |
 MORGAN STANLEY RIA/Wealth | $129.0M 0.01% of portfolio |
S State of Tennessee, Treasury Department Institution | $70.7M 0.24% of portfolio |
L LPL Financial LLC Institution | $43.6M 0.01% of portfolio |
 Hanson McClain, Inc. RIA/Wealth | $37.0M 0.16% of portfolio |
 JPMORGAN CHASE & CO Institution | $36.2M 0.00% of portfolio |
 Wright Fund Managment, LLC Long Only Manager | $31.5M 1.32% of portfolio |
E ESL Trust Services, LLC Institution | $31.1M 6.12% of portfolio |
 Invesco Ltd. ETF Provider | $29.4M 0.00% of portfolio |
 ALLIANCEBERNSTEIN L.P. Long Only Manager | $28.9M 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FALN in Q3 2025
- Traded
- +$51.9M
- Buyers
- 132
- Sellers
- 106
- Total Bought
- +$194.3M
- Total Sold
- −$142.4M
- Avg Position
- $3.9M
Biggest Buyers
| Institution | Net Bought |
|---|---|
JPMORGAN CHASE & CO Institution | +$35.0M +1.3M shares |
MORGAN STANLEY RIA/Wealth | +$26.9M +970.1K shares |
Invesco Ltd. ETF Provider | +$25.8M +929.2K shares |
BANK OF AMERICA CORP /DE/ Institution | +$24.6M +883.8K shares |
Wright Fund Managment, LLC Long Only Manager | +$9.3M +333.6K shares |
 Gimbal Financial RIA/Wealth | +$8.4M +303.9K shares |
 Independence Financial Advisors, LLC RIA/Wealth | +$8.0M +287.2K shares |
 TOEWS CORP /ADV Long Only Manager | +$5.7M +204.0K shares |
N NOMURA ASSET MANAGEMENT CO LTD Long Only Manager | +$4.4M +158.1K shares |
 Sequoia Financial Advisors, LLC RIA/Wealth | +$4.2M +151.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$36.2M −1.3M shares |
S State of Tennessee, Treasury Department Institution | −$24.5M −882.3K shares |
 Angeles Investment Advisors, LLC Fund of Funds | −$9.9M −366.0K shares |
 UBS Group AG Institution | −$8.5M −305.3K shares |
R Resources Investment Advisors, Inc. Pension/Endowment | −$7.8M −282.4K shares |
 Cetera Investment Advisers RIA/Wealth | −$6.4M −230.3K shares |
L LPL Financial LLC Institution | −$5.4M −193.9K shares |
Q Quadrature Capital Ltd Institution | −$4.5M −163.9K shares |
C COUNTRY TRUST BANK Institution | −$3.8M −136.0K shares |
 Hershey Financial Advisers, LLC RIA/Wealth | −$3.8M −138.3K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FALN in Q3 2025
- New Positions
- 16
- New Value
- $23.7M
- Exited Positions
- 27
- Exited Value
- $30.4M
New Positions
| Institution | Position Value |
|---|---|
Gimbal Financial RIA/Wealth | $8.4M 303.9K shares |
Sequoia Financial Advisors, LLC RIA/Wealth | $4.2M 151.4K shares |
 ASHFORD CAPITAL MANAGEMENT INC Hedge Fund•Growth | $3.9M 138.8K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | $3.1M 110.1K shares |
 ASHTON THOMAS SECURITIES, LLC RIA/Wealth | $2.2M 78.1K shares |
 Signal Advisors Wealth, LLC RIA/Wealth | $749.9K 27.0K shares |
 FIRST CITIZENS INVESTOR SERVICES, INC. RIA/Wealth | $452.7K 16.3K shares |
 Brookwood Investment Group LLC RIA/Wealth | $271.0K 9.8K shares |
 Meridian Financial, LLC RIA/Wealth | $232.7K 8.4K shares |
 INTEGRITY WEALTH ADVISORS, INC. RIA/Wealth | $212.4K 7.6K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Angeles Investment Advisors, LLC Fund of Funds | $9.9M 366.0K shares |
Q Quadrature Capital Ltd Institution | $4.5M 163.9K shares |
Hershey Financial Advisers, LLC RIA/Wealth | $3.8M 138.3K shares |
O OLD MISSION CAPITAL LLC Institution | $3.5M 130.3K shares |
J JANE STREET GROUP, LLC Institution | $3.3M 120.6K shares |
 UNITED CAPITAL FINANCIAL ADVISERS, LLC RIA/Wealth | $2.3M 84.5K shares |
 Eqis Capital Management, Inc. RIA/Wealth | $710.3K 26.2K shares |
 Steel Peak Wealth Management LLC RIA/Wealth | $394.5K 14.5K shares |
 Procyon Private Wealth Partners, LLC RIA/Wealth | $376.0K 13.9K shares |
M MISSION WEALTH MANAGEMENT, LLC Institution | $313.1K 11.5K shares |
Options Activity
Institutions with the largest Call and Put options positions in FALN as of Q3 2025
- Call Positions
- 1
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FALN as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
E ESL Trust Services, LLC Institution | 6.12% $31.1M |
Gimbal Financial RIA/Wealth | 5.07% $8.4M |
P Prepared Retirement Institute LLC RIA/Wealth | 3.91% $7.5M |
Independence Financial Advisors, LLC RIA/Wealth | 3.82% $12.5M |
K KRAEMATON INVESTMENT ADVISORS, INC RIA/Wealth | 2.99% $3.5M |
 HF Advisory Group, LLC RIA/Wealth | 2.29% $6.2M |
TOEWS CORP /ADV Long Only Manager | 2.19% $15.3M |
 NOVEM GROUP RIA/Wealth | 2.00% $16.7M |
 Insight Wealth Partners, LLC RIA/Wealth | 1.92% $4.3M |
 CONTINUUM WEALTH ADVISORS, LLC RIA/Wealth | 1.82% $4.2M |
Hedge Fund Spotlight
Discover hedge funds investing in FALN
M
Mount Lucas Management LP
Hedge Fund • Global Macro
Portfolio ManagerTimothy John Rudderow
- Portfolio Value
- $220.9M
- Positions
- 157
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares Fallen Angels USD Bond
- Market Value
- $1.9M
- Shares Held
- 69.9K
- Portfolio Weight
- 0.88%
- Owned Since
- 2023-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
ETF ETF | $28.7M | 13.01% | |
REIT - Mortgage Real Estate | $4.5M | 2.03% | |
REIT - Mortgage Real Estate | $4.4M | 1.99% |
